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CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC
CRD 174670File 801-119516
APPROVED
Retail clients
Disclosure events
Filing as of May 7, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$131.3M
Bottom 25% of cohort (national)
Discretionary AUM
$131.3M
Clients
207
566 accounts
Employees
5
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Oct 7, 2020
- Principal office
- 601 S. HARBOUR BLVD, SUITE 109, TAMPA, FL, 33602
- Phone
- 860-659-8299
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $131.3M
- Discretionary AUM
- $131.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 566
- Non-discretionary accounts
- 0
- Total accounts
- 566
- AUM per client
- $634K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 66 | $102.8M |
| Individuals (other than high net worth individuals) | 141 | $28.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — %OF CLIENT ASSETS INVESTED IN MODEL PORTFOLIOS MANAGED BY OTHERS
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 7 | 5 | decreased by2 |
| Apr 1, 2026 | Clients | 243 | 207 | decreased by36 |
| Apr 1, 2026 | AUM | $121,942,760 | $131,312,290 | increased by$9,369,530 |
| Apr 1, 2026 | Accounts | 609 | 566 | decreased by43 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 7 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 224 | 243 | increased by19 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $89,460,498 | $121,942,760 | increased by$32,482,262 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 460 | 609 | increased by149 |
| Apr 1, 2022 | Clients | 439 | 224 | decreased by215 |
| Apr 1, 2022 | AUM | $79,969,717 | $89,460,498 | increased by$9,490,781 |
| Apr 1, 2022 | Accounts | 439 | 460 | increased by21 |
| Sep 1, 2021 | Employees | 6 | 5 | decreased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CONSCIOUS CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CONSCIOUS CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.